See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAWAII BENEFIT ADMINISTRATORS INC. Service code 13 · EIN 99-0329747 | Contract Administrator | $50,124 |
FIRST HAWAIIAN BANK9+ years Service code 19 · EIN 99-0034327 | Securities Custodian | $39,212 |
C. M. BIDWELL & ASSOCIATES6 years Service code 28 20 OLD PALI PL · HONOLULU, HI 96817 | Investment Management | $20,884 |
JAMES P HASSELMAN CPA LLC9+ years Service code 10 · EIN 20-5496781 | Accounting | $16,806 |
HONOLULU ACTUARIAL CONSULTANTS9+ years Service code 17 · EIN 20-5644068 | Pension Consulting | $14,861 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 1001 BISHOP STREET, SUITE 2920 · HONOLULU, HI 96813 | Advisory (Plan) | $12,500 |
Filed as: STEPHEN HORN INSURANCE SVC Service code 22 37 GRAHAM ST 110 · SAN FRANCISCO, CA 94129 | Insurance Broker | $7,213 |
WEINBERG, ROGER & ROSENFELD9+ years Filed as: WEINBERG ROGER & ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $5,524 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,354 | $76,670-29.1% | $96,683-43.8% | $71,457-23.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 13.25% | 48.29%-35.0pp | 35.69%-22.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $4,991 | $3,031+64.6% | $3,737+33.6% | $2,588+92.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $539 | $2,028-73.4% | $6,730-92.0% | $1,587-66.0% |